GARP vs WDMF vs VISM

  • GARP
  • WDMF
  • VISM

GARP, WDMF and VISM hold at least 4,190 companies between them. 5 are in every one of them, and GARP and WDMF are the most alike: 33% of each is the same companies.

Side by side

GARPWDMFVISM
FundGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.32%
Fund size$131.6m$154.0m$753.9m
Holdings2204933715
1Y price return−2.4%+8.4%+0.3%
Distribution yield5.90%3.37%8.17%
Look-through coverage100.0%99.3%99.2%

Return, last year

change since the start
share of each fund
  • GARP
  • WDMF
  • VISM
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%WDMF3.9%VISMnot held
  • META META PLATFORMS INCIn 2 of 3GARP6.1%WDMF1.5%VISMnot held
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%WDMF5.7%VISMnot held
  • AAPL APPLE INCIn 1 of 3GARPnot heldWDMF5.1%VISMnot held
  • LLY ELI LILLY & COIn 2 of 3GARP5.1%WDMF0.9%VISMnot held

and 4,180 more companies the funds hold

How alike they are

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See GARP + WDMF + VISM as one portfolioEvery company, where you'd own it twiceWhat moved GARP this monthIts biggest gains and falls, by company